See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,882 | $43,327-33.3% | $59,878-51.8% | $64,186-55.0% |
| Participation rate | 81.6% | 69.2%+12.4pp | 74.7%+6.9pp | 69.6%+12.0pp |
| Annual return | -0.86% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,842 | $2,028-9.2% | $2,722-32.3% | $2,381-22.6% |
| Participant deferral / active EE | $3,045 | $2,546+19.6% | $3,402-10.5% | $3,470-12.2% |
| Admin fee / account holder | $787 | $3,005-73.8% | $3,590-78.1% | $4,888-83.9% |